+2,006.3%
LLY vs A
+328.7%
+1,677.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.1% | +1.2% | +3.2% |
| 7D | +0.1% | +4.8% | -4.7% | -1.5% |
| 30D | +19.7% | +5.6% | +14.1% | +17.4% |
| 3M | +19.3% | +23.6% | -4.4% | +10.7% |
| 6M | +49.3% | +56.4% | -7.0% | +27.0% |
| YTD | +32.0% | +33.4% | -1.4% | +18.3% |
| 1Y | +53.7% | +23.7% | +30.0% | +41.3% |
| 3Y | +143.7% | +71.0% | +72.7% | +94.6% |
| 5Y | +463.9% | +16.8% | +447.1% | +405.1% |
| 10Y | +2,006.3% | +323.8% | +1,682.6% | +992.0% |
| All | +2,006.3% | +328.7% | +1,677.6% | +992.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling